Benjamin Swaney, CFA®, CFP®

Partner
919.276.5154 [email protected]

Professional

Ben joined Wachovia Securities the predecessor firm to Wells Fargo Advisors in 2008. He graduated from the University of North Carolina at Chapel Hill with a bachelor's degree in Economics. Ben earned the Certified Financial Planner (CFP) designation in 2013, and earned the Chartered Financial Analyst (CFA) designation in 2018. Ben moved to the independent side of Wells Fargo Advisors in 2020 and joined First Flight Financial in 2021.

Ben works with individuals, families, and small businesses to provide comprehensive investment planning and management.

Personal

A Raleigh native that is happy to continue to call Raleigh home. He and his wife Jessica have two boys Charlie and George. Ben currently serves on the board for Read and Feed a non-profit based in Cary, NC.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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